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How to link metrics to other building blocks

Overview

In TheyDo, metrics can be linked and placed across several building blocks — journeys, Pulse, solutions, docs, and collections. Some of these are explicit links you create in a tab; others are placements within a building block's content. This article covers how each connection works.

Before you start

  • You need metric edit permission to create or remove links.

Metrics connect to journeys via metric cards. You can add a metric card at the journey level (top row) or at the step level (Metrics lane). These are separate placements and work independently of each other.

Don't have a metric card yet? Create a metric source in the Metrics library first, then create a metric card from it. See How to create metrics for the full guide.

Using the Metrics tab in a journey

Each journey has a Metrics tab — a view of all metric sources and cards already linked to that journey. From here, you can create new metric cards from any source that's already connected:

  1. Open the journey and go to the Metrics tab.
  2. Find the metric source you want.
  3. Click the arrow to expand it and select Create metric card.
  4. Configure and save the card.

Add a metric card to the Metrics lane (step-level)

Use this when the KPI belongs to a specific step — for example, CSAT after a support interaction, or drop-off at a particular touchpoint.

  1. Open the journey and hover over the phase or step where you want to add the metric.
  2. Click — the journey library panel opens automatically, showing the Metrics section.
  3. Find the metric source you want, then click it to expand its metric cards.
  4. Drag the metric card onto the step.

Note: You can only drag metric cards into the journey — not metric sources directly.

If you need to create a new metric source, click Create metric source within the journey library panel. This opens the Metrics library where you can set it up.

This shows the metric card as a headline KPI for the journey overall and is also what surfaces the metric in Pulse. Add it the same way as above — drag the metric card from the journey library panel onto the journey header row.

How solutions appear on a metric

Metrics have a Solutions tab in their detail view, but this isn't a manual link — it automatically shows any solutions that exist within the same journey (or a nested journey) as the metric, or within the same step. You don't need to do anything to make this work; if a solution and a metric share a journey context, the solution will appear there.

The empty state on this tab reads: "Solutions within the same or a nested journey as the metric, as well as those within the same step, will show up here."

Once a solution appears, it also shows on the metric's chart — completed solutions appear as markers along the x-axis, positioned by their completion date, so you can see when work was shipped relative to how the number moved.

How metrics fit into the wider building block chain

Metrics don't need a direct link to every building block — they often connect through a chain:

Insight → Opportunity → Solution → Metric

In practice, this means:

  • The opportunity links to the insights that justify it
  • The solution links to the opportunity it addresses
  • The metric appears on the solution contextually (through the shared journey) and measures whether the work is moving the right number

Goals connect to this chain through opportunities and solutions — not directly through metrics. This chain is how teams in TheyDo show the full story: from customer evidence to the work being done to the measurable outcome.

View metrics in Pulse

Pulse is an executive-style summary view of a journey that surfaces what's happening across insights, opportunities, solutions, and business metrics in one place.

Metrics in Pulse aren't a separate type of link — they're the same journey-level metrics already connected to the journey, shown in a dashboard-style layout. To add or remove a metric from Pulse, you add or remove it from the journey's metric cards row.

  • To show a metric in Pulse: link it to the journey at the journey level (top row). See How to link metrics to a journey.
  • To remove it from Pulse: unlink it from the journey-level metric list.

Add a metric to a doc

Docs in TheyDo use a block editor that supports metric embeds. There are two ways to bring metric data into a doc:

1. Embed a metric building block

This inserts the metric as a card in the document — not just a link, but a live block showing the metric.

  1. Open the doc.
  2. In the block editor, use the insert menu (or type /) to add a metric block.
  3. Search for and select the metric you want to embed.

2. Embed a Pulse chart

Separately, you can embed a live Pulse chart visualization (bar, donut, or top list) scoped to a specific journey's Pulse data. This is a different block from a metric card embed.

  1. In the block editor, type /pulse to insert a Pulse chart block.
  2. Select the journey and chart type you want to display.

Note: The Pulse chart embed in docs is a feature-flagged capability and may not be available in your workspace yet.

Add a metric to a collection

Collections are curated containers that package a set of references — journeys, docs, building blocks, and metrics — for a specific audience. Metrics can appear in a collection in two ways:

1. As a linked item in the Collection's context section

This adds the metric as a reference in the collection's curated list.

  1. Open the collection.
  2. In the Context section, add the metric as a linked item.

2. Embedded in the collection description

Collections have a description area that uses the block editor, so you can also embed a metric block directly into the narrative content of the collection.

  1. Open the collection description in the editor.
  2. Insert a metric block using the insert menu (or type /).
  3. Select the metric you want to embed.

Audit a metric's connections

If you want to check everywhere a metric is connected:

  1. Open the metric.
  2. Go to the Journeys tab — this shows all journey-level links and step placements consolidated in one list.
  3. Go to the Solutions tab — this shows all solutions that share the same journey or step context as the metric.

Docs, Pulse, and collection placements are tracked as locations where a metric card or view lives, so you may also see these reflected in the metric's usage context.

  • Journey: open the metric, go to the Journeys tab, and use the unlink option. Or remove the metric card directly from the journey canvas.
  • Doc or collection embed: remove the metric block from the editor directly.
  • Pulse: unlink the metric from the journey-level metric cards row.

Tips

  • Pulse, docs, and collections all pull from the same underlying metric — there's no need to create separate copies for each surface.
  • When a team ships a solution, linking it to the relevant metric creates a clear record of intent, making it easy to come back later and check whether it moved the number.
  • You don't need a direct metric ↔ insight or metric ↔ opportunity link for the chain to work. Build the connections at each step and the story becomes traceable end-to-end.
  • In shared journey contexts, solution visibility depends on whether solution sharing is enabled for that journey.